Job Description

Job description

Job Title: Acquisition Manager – Mergers & Acquisitions

Location: Bloomfield, CT

Employment Type: Full-Time

About the Role:

We are looking for a driven and strategic Acquisition Manager to join our team in Bloomfield, CT , with a specific focus on acquiring and affiliating independent financial advisory firms . This is a high-impact role for someone passionate about growth, relationship building, and helping independent advisors transition their practice into a larger, well-resourced platform.

The ideal candidate will have deep knowledge of the independent financial services space , and experience sourcing, engaging, and closing acquisition or affiliation deals with firm owners and advisors.

Key Responsibilities:

• Identify and pursue acquisition, affiliation, and partnership opportunities with independent financial advisory firms .
• Conduct strategic cold outreach via phone, email, and networking to connect with firm principals, advisors, and broker-dealer reps.
• Build relationships with advisors considering succession, retirement, or business growth opportunities through M&A or strategic partnership.
• Qualify prospects and assess firm fit based on assets under management (AUM), client demographics, and strategic alignment.
• Lead conversations around deal structure, valuation expectations, and integration support.
• Partner with internal due diligence, legal, and onboarding teams to move deals from interest to execution.
• Track activities and progress in CRM tools, managing a robust acquisition pipeline.

Qualifications:

• 3–7 years of experience in financial services business development, advisor recruitment, M&A, or financial practice transitions.
• Proven ability to build rapport with independent advisors and firm owners.
• Strong understanding of the independent financial advisory landscape, including RIA models, OSJ structures, and broker-dealer affiliations.
• Confident in conducting cold outreach and navigating long sales cycles with high-value prospects.
• Skilled in negotiation and closing, with a consultative approach to relationship building.
• Proficient in CRM software (e.g., Salesforce, HubSpot) and Microsoft Office Suite.
• Bachelor’s degree in Business, Finance, or related field preferred.

Preferred:

• Experience working with RIA aggregators, roll-up firms, broker-dealers, or succession planning platforms.
• Familiarity with AUM-based valuation models and financial advisor transition planning.

Compensation & Benefits:

• Competitive base salary plus performance-based bonuses and deal commissions
• Comprehensive health, dental, and vision insurance
• 401(k) with employer match
• In person with regular presence in Bloomfield, CT

Apply Now:

If you're passionate about driving growth in the independent financial advisory space and want to play a key role in high-impact M&A deals, we’d love to hear from you. Submit your resume and a short cover letter today.

Job Type: Full-time

Pay: $75,000.00 - $150,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus opportunities
• Commission pay

Application Question(s):

• Please elaborate on your experience within financial services, wealth management, or insurance

Experience:

• Financial services: 1 year (Required)

Ability to Commute:

• Bloomfield, CT 06002 (Required)

Work Location: In person

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